Investment Q&A

Q: I have added at end an addendum to the question I sent just seconds ago (my apologies):
I was making use of the Thompson Reuters [since renamed and/or bought by LSEG(?) ] that were made available on broker platforms and through some financial papers. The said reports have not been available at such sites for several months. LSEG does not sell subscriptions to non-institutional customers. I am looking for alternate sites and ask if you have recommendations e.g. Koyfin, GuruFocus, FinChat , Trading View—and there are others you would know. Would you also care to suggest the best stock charting tools available that include hard to find data such as PEG, forward P/E, EV/EBITDA &c. Thank you. :ao:sab

Q: Further to Rob's question about the Forums this morning:

I wonder if newer subscribers are even aware of the Forums, unless they happen to come across it by accident at the bottom of the website (who scrolls down that far?).

At the beginning of the year you replaced the "forums" link at the top banner with "Podcast". But I recall that the banner used to feature close to a dozen links, including forums, albeit with the words spaced more closely together. Granted, "Companies Search" takes up room now, but given the the wide spacing between the current handful of links, couldn't "forums" be fitted back in there?
And/or added back to the left sidebar?

Chris M.

Q: I own both of these and they are now about 12% of my account. Given the uncertainty of the rate cap rumors I am thinking it might be a good time to reduce this to 5-6%. Trim both or sell one? Which one is the most likely sell candidate?

Thanks folks

Q: Morning, what are your latest thoughts on AFRM, the recent quarter and potential going forward? Management is strong, profitability is around the corner, recession fears are abating... Is the debt an issue? Would you be bullish on the company now?

thx, M

Q: Today on Market Call,A Omelchak states thatWell has a great man.team and capital discipline.Also recent spinoff is interesting as optimizing the value of sharehoders---please comment. On Nov7,U increased position to 4% when it was $4.93.So is it OK to add here,($6.51 + 7.78%) near today's $6.56,1 year H . Txs for U usual great services & ideas.

Q: Could I get your thoughts I get your thoughts on Intuitive Machines (LUNR) as a speculative investment?

Thanks you for the great service

Q: Disappointed with the last results and what seems to be the need to be willing to accept lower growth going forward. I had hoped that the company would break out this year.
Wondering what your opinion is moving forward and especially your thoughts on the stability of the dividend. At what oil price would negative issues start to arise here?

Many thanks.

Q: Question today from Indra, regarding taxes on ETFs purchased late in the year.

I'm a bit confused. My understanding was that Mutual Funds purchased late in the year did indeed become subject to income taxes accumulated by the MF during the entire year....but ETFs were not and therefore you could purchase them anytime throughout the year.

Please clarify....thanks for your help...Steve

Q: Would you invest in Markel as a long term hold?
How does it compare to Fairfax?

Q: I have a few questions about the recent special committee report which found no “substantial concerns about the integrity of Super Micro’s senior management or audit committee”,

1) To what extent was the recent report actually “independent” and to what extent can it be relied upon by us as investors? I think the committee was appointed by the board so can the report be trusted? I

2). Can we assume that there’s no fraud? What do you make of the comment that there was no “substantial” concerns about management or the audit committee? It seems that there were issues but those were not “substantial” whatever that means.

Do we have to worry about fraud here or do we simply worry about whether there may a guidance issue? Thank you,

Jason

Q: Can you please provide an update on the current situation at PAY.?
I tried selling my shares today through my online brokerage but transaction was denied
due to 'pending sale'.

Would appreciate your comments on latest developments.

Thank you

Q: I am considering selling CSU and dividing the proceeds 75% to LMN and 25% TOI as I already have a partial position in TOI. Your opinion please.
With appreciation,
Ed

Q: Of the three companies, please list the following companies first to last which ones you would sell for tax loss. Are there any that have any chance of a turn around. or would you sell all three

Q: Hello 5i,
Is Pure Storage a buy after the gap up today? How significant is the company’s Cloud Hyperscale Design Win. Would you add to 1/2 position here?
Thank you.

Q: Would you please suggest 5 CAN and 5 US growth stocks for my TFSA. Thank you.

Q: Hi

In your answer to Jeff, you stated "CASH pays a 4.51% yield while MNY pays a 4.83% yield."

I couldn't find those yields anywhere. I see gross yields of 3.72% and 4.38% on their websites, respectively.

Where is your source?

Thanks,
Robert

Q: They seem to have a negative BOOK VALUE/SHARE, what does that mean ? How do you view them at current prices for a long term hold, do you think they can beat the “market” over time ?

Q: Peter; I’m up substantially on WELL. Thinking of trimming a bit and buying some ZDC. Comments ? Thanks.
Rod

Q: Well Health certainly has made a move and great to see. Is it too much or just finally being valued for its potential.
Thanks John

Q: Hi,
PLTR has had an incredible run but I believe the fundamentals are disconnected from the stock price. Trading at fwd P/E 150x and P/S 46x!! I believe this not sustainable with the estimated growth. What would PLTR have to grow rev and eps by for the next 5-10 years to get to this valuation? I'm looking to short PLTR and I know the risks of shorting stocks but I believe the risk/reward is good here and the stock will pullback. I am long the tech sector so this is somewhat of a hedge. Your thoughts?